Adam Schutte is a financial advisor with Primerica Advisors in Roseville, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is a partner in Schutte Family Farms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

Jack Wingerd is a CFP®-designated financial advisor with seven years of industry experience, currently with LPL Financial. He previously worked at Financial Dimensions Group, Inc., Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.), and The Prudential Insurance Company of America. Wingerd is also involved in a business entity named Wingerd Financial Group affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by in-house and third-party research and portfolio management options.

Andrew Paine is a financial advisor with Primerica Advisors in Roseville, MN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles in education at Bethel University and Edgewood Middle School, as well as involvement in youth sports through Cal South Soccer. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on a range of investment models implemented via BNY Mellon Advisors.

Lexie Ligday is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining RBC in 2025, Lexie worked at Northwestern Mutual in various roles from 2022 to 2024 and gained additional experience at Joshua Willour and Dave Dettmann during 2023-2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a wide range of advisory services to individual and institutional clients, including discretionary and non-discretionary portfolio management and financial planning. The firm offers multiple wrap fee programs and integrates in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

Ryan Selleck is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at COUNTRY Capital Management Company and Lincoln Investment Planning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to registered investment companies, and use of AI and algorithmic methods in portfolio management.

Ashley Willaert is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Vacinek is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has held roles at multiple firms including Thrivent Financial, Securian Financial Services, and North Star Resource Group. Outside of his advisory role, Vacinek serves as Vice President of the Land O Lakes Hunting & Retriever Club, a nonprofit organization focused on hunting dog activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, ERISA retirement services, and access to multiple program platforms, supporting both discretionary and non-discretionary strategies.

Neil Raisanen is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 2008. Outside of his advisory role, Raisanen operates a branch through OK Financial Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a broad range of implementation options.

Amy Brinckerhoff is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Vicky Nelson is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica since 1990. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Brenton Ruebling is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with VOYA Financial Advisors and Capital Street Financial, where he also operates as an independent insurance agent. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Shane Benick is a financial advisor with UBS Financial Services in St. Paul, MN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at RBC Wealth Management and involvement with the Town & Country Club and the University of St. Thomas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services.

Nicole Williams is a CFP® professional with 24 years of experience in the financial services industry. She has been affiliated with Osaic Wealth, Inc. since 2006 and also serves as president of True Wealth Partners LLC, an investment advisory business she operates independently. Williams is licensed as an insurance agent and also holds notary public credentials for client convenience. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory, and financial planning services through a large network of advisers and employs a range of portfolio construction tools and managed account solutions.

Jessica Sand Peterson is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. She has worked at several firms including Allianz Life Insurance Company of North America and Securian Financial Services. Outside of her advisory work, she serves as treasurer and board member of The Retrievers, a volunteer lost dog team that provides community education and humane trapping services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, access to third-party money managers, and a range of program structures and custodial relationships.

Kelsey Kocon is a financial advisor at LPL Financial with 13 years of industry experience. She previously worked at Commonwealth Financial Network and Jack Buckley Financial, with a notable role maintaining an ownership interest in Jack Buckley Financial. Kocon holds a Series 66 designation and is also commissioned as a notary public. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing diversified investment strategies supported by in-house and third-party research.

Bruce Hill is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and previously worked for Woodbury Financial Services, Inc. for 19 years. Outside of his advisory role, he serves as a high school hockey coach for both girls and boys teams in the South Washington County Schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools and multiple platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brant Gustafson is currently a Planning Consultant at Fidelity, where he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. His role involves working closely with clients to tailor strategies that align with their individual objectives. Before his current position, Brant served as a Relationship Manager at Fidelity from 2024 to 2025 and worked as a Financial Advisor at Magnifi Financial from 2023 to 2024. These roles have provided him with experience in client relationship management and financial advisory services. Outside of his professional activities, Brant has personal interests that include beach activities, camping, football, and traveling.

Jill Gutzmer is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at multiple firms including Ameriprise Financial Services, Minnesota Life Insurance Company, and U.S. Bancorp Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial recommendations across a broad range of topics without implementation. The firm emphasizes holistic, goal-based planning and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Katherine Seitz is a financial advisor with Morgan Stanley in St. Paul, MN, holding a Series 63 designation and 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets through a variety of advisory programs.

Lynnly Damm is a Series 66-licensed financial advisor with seven years of industry experience, currently with Cetera Investment Advisers, LLC. She has previously worked at Securian Financial Services Inc and Minnesota Life Insurance Company. Outside of her advisory role, she is involved with GummiBaron Miniatures. Cetera Investment Advisers is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services.